Stephen Anderson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2017, he worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 1999 to 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, IN. He holds the ChFC® designation and has 39 years of industry experience. Before joining LPL Financial in 2024, he worked at Money Concepts Capital Corp for 13 years and held positions at several other firms dating back to 1998. Outside of his advisory role, he conducts seminars through Benefit Planning Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational and research tools.

Elizabeth Hurst is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes 14 years at Thurston, Springer, Miller, Herd & Titak, Inc. and five years at Thurston Springer Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aaron Miller is a financial advisor with Raymond James Financial in Indianapolis, IN, holding a Series 66 credential and with 17 years of industry experience. He has been affiliated with Raymond James since 2008 and operated Miller Financial Services, LLC from 2012 to 2018. Outside of his advisory role, he is a licensed agent offering non-variable life insurance policies through Penn Mutual and Pacific Life. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Joshua Cain is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Travis Scharps is a Financial Advisor with Merrill Wealth Management. He works closely with clients and their families to develop personalized financial plans that integrate investment strategy, retirement planning, and risk management aligned with their long-term goals. His approach is centered on building deep relationships based on trust and understanding clients' values and priorities. His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Travis holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Davenport University. Outside of his professional work, Travis enjoys golfing, spending time with his family, and traveling. He is a member of Merrill Lynch Wealth Management.

Rachel Orlando is a financial advisor with UBS Financial Services in Indianapolis, Indiana. She holds a Series 66 designation and has 25 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Ashley Bradburn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning for J K Bradburn & Associates. She joined Merrill in 2017 and has been working in the financial services industry since 2008. Ashley focuses on helping clients develop personalized financial strategies by understanding their unique goals, risk tolerance, liquidity needs, and time horizon. Her primary areas of expertise include college education planning, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Ashley holds a Bachelor's degree in Finance from Miami University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also designated as a Personal Investment Advisor (PIA). Outside of her professional career, Ashley lives in Indianapolis with her husband and four children. She enjoys spending time with her family and friends.

Ellie Klima is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she held various roles including part-time work at Texas Roadhouse. Outside of her advisory role, she continues to work part-time in the restaurant industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Daniel Hesch is a financial advisor with Wells Fargo Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior work includes roles at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu addressing cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and sports and entertainment planning.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and with 18 years of industry experience. He has worked with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of finance, he works as a self-employed mascot performer and drives for Lyft part-time. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages roughly $15.5 billion in assets through model-driven strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jacob Liggett is a financial advisor with Charles Schwab in Indianapolis, IN, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Charles Schwab since 2023, with prior work experience spanning various industries including dining services and corporate roles. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Bradley Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.

William D Amore is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include work in education and the Gaston Country Club. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investments.

Joseph Strack is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, portfolio programs, third-party asset management, and institutional platforms.

Robert Taylor is a CFP® with 44 years of industry experience. He joined Osaic Wealth, Inc. in 2024 after 18 years with Woodbury Financial Services, Inc. In addition to his advisory role, he manages an Osaic branch under a separate business entity. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and utilizes various tools and third-party platforms to construct and manage portfolios tailored to client needs.

Dirk Kuehler is a CFP® professional with eight years of experience at Mass Mutual Investors Services, operating in Indianapolis, IN. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018 and previously spent two years at Southern Illinois University. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Kristin Popovic is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, non-discretionary investment consulting, and a range of portfolio management styles supported by affiliated research and sub-advisers.

Anne Happe is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief tenure at UBS Financial Services Inc. from 2019 to 2020. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and outcome modeling.